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Surgery Partners, Inc.

SGRY
Exchange
Nasdaq
Industry
Services-General Medical & Surgical Hospitals, NEC
SEC CIK
0001638833

In the last 90 days, Surgery Partners, Inc. insiders filed 1 open-market purchase and 0 sales; 187 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Surgery Partners, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
119
No complete 13F data for Q4 2020
Shares held
57.6M
No complete 13F data for Q4 2020
Total value
$2.55B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SGRY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 119 institutions
Q1 2021: 119 institutionsQ2 2021: 134 institutionsQ3 2021: 135 institutionsQ4 2021: 137 institutionsQ1 2022: 149 institutionsQ2 2022: 137 institutionsQ3 2022: 139 institutionsQ4 2022: 161 institutionsQ1 2023: 152 institutionsQ2 2023: 168 institutionsQ3 2023: 165 institutionsQ4 2023: 174 institutionsQ1 2024: 180 institutionsQ2 2024: 180 institutionsQ3 2024: 185 institutionsQ4 2024: 183 institutionsQ1 2025: 209 institutionsQ2 2025: 203 institutionsQ3 2025: 200 institutionsQ4 2025: 181 institutionsQ1 2026: 183 institutionsQ2 2026: 187 institutions
Value heldQ1 2021: $2.55B
Q1 2021: $2.55BQ2 2021: $5.37BQ3 2021: $3.43BQ4 2021: $4.72BQ1 2022: $4.99BQ2 2022: $2.67BQ3 2022: $2.20BQ4 2022: $3.59BQ1 2023: $4.48BQ2 2023: $5.98BQ3 2023: $3.94BQ4 2023: $4.32BQ1 2024: $4.08BQ2 2024: $3.38BQ3 2024: $4.45BQ4 2024: $3.00BQ1 2025: $3.34BQ2 2025: $3.21BQ3 2025: $3.28BQ4 2025: $2.43BQ1 2026: $1.90BQ2 2026: $2.65B
Institutions holding SGRY and their total value by quarter
QuarterHoldersValue
Q2 2026187$2.65B
Q1 2026183$1.90B
Q4 2025181$2.43B
Q3 2025200$3.28B
Q2 2025203$3.21B
Q1 2025209$3.34B
Q4 2024183$3.00B
Q3 2024185$4.45B
Q2 2024180$3.38B
Q1 2024180$4.08B
Q4 2023174$4.32B
Q3 2023165$3.94B
Q2 2023168$5.98B
Q1 2023152$4.48B
Q4 2022161$3.59B
Q3 2022139$2.20B
Q2 2022137$2.67B
Q1 2022149$4.99B
Q4 2021137$4.72B
Q3 2021135$3.43B
Q2 2021134$5.37B
Q1 2021119$2.55B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Surgery Partners, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SGRY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
NEXT Financial Group, Inc17$1.00K0.00%––
Ellevest, Inc.21$1.00K0.00%––
TCI Wealth Advisors, Inc.46$2.00K0.00%––
Alpha DNA Investment Management LLC68$3.00K0.00%––
Captrust Financial Advisors145$6.00K0.00%––
Eaton Vance Management172$8.00K0.00%––
US Bancorp258$11.0K0.00%––
International Assets Investment Management, LLC300$11.0K0.00%––
The PNC Financial Services Group, Inc.464$20.0K0.00%––
Trustcore Financial Services, LLC1,145$51.0K0.01%––
Rockefeller Capital Management L.P.1,260$55.0K0.00%––
Pinnacle Financial Partners Inc2,000$58.0K0.00%––
Quadrant Capital Group LLC1,393$62.0K0.01%––
Group One Trading, L.P.1,519$67.0K0.00%––
Dorsey Wright & Associates1,652$73.1K0.86%––
Tower Research Capital LLC (TRC)1,664$74.0K0.00%––
Great West Life Assurance Co1,886$83.0K0.00%––
Ameritas Investment Partners, Inc.2,132$94.0K0.00%––
C M Bidwell & Associates Ltd2,400$106.0K0.08%––
FORA Capital, LLC2,917$129.0K0.04%––
Cutler Group LP4,010$177.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,110$182.0K0.00%––
SG Americas Securities, LLC4,168$184.0K0.00%––
Legal & General Group Plc4,232$187.0K0.00%––
Bank of Montreal4,369$201.0K0.00%––
Great Point Wealth Advisors, LLC4,645$206.0K0.08%––
Cannell Peter B & Co Inc5,050$224.0K0.01%––
Parallax Volatility Advisers, L.P.5,191$230.0K0.00%––
Envestnet Asset Management Inc5,281$234.0K0.00%––
O'Shaughnessy Asset Management, LLC5,952$263.0K0.01%––
State Board of Administration of Florida Retirement System6,009$266.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital6,118$271.0K0.00%––
ProShare Advisors LLC6,909$306.0K0.00%––
Panagora Asset Management Inc7,185$318.0K0.00%––
Metropolitan Life Insurance Co7,776$344.2K0.01%––
State of Wisconsin Investment Board8,700$385.0K0.00%––
Arizona State Retirement System9,285$411.0K0.00%––
Wolverine Trading, LLC9,459$413.0K0.01%––
Voya Investment Management LLC10,713$474.0K0.00%––
MetLife Investment Management11,767$520.8K0.00%––
Quadrature Capital Ltd11,994$531.0K0.03%––
Capital Fund Management S.A.12,723$563.1K0.02%––
Trexquant Investment LP13,221$585.0K0.05%––
Highland Capital Management Fund Advisors, L.P.14,823$656.0K0.17%––
American International Group, Inc.15,065$667.0K0.00%––
Manufacturers Life Insurance Company, The15,203$673.0K0.00%––
SEI Investments Co18,126$748.0K0.00%––
Jane Street Group, LLC16,945$750.0K0.00%––
Deutsche Bank AG17,945$795.0K0.00%––
Advisor Group Holdings, Inc.18,436$816.0K0.00%––
UBS Group AG18,494$818.0K0.00%––
Citigroup Inc19,574$866.0K0.00%––
Walled Lake Planning & Wealth Management, LLC20,632$913.0K0.63%––
Barclays PLC21,609$956.0K0.00%––
Credit Suisse AG21,968$973.0K0.00%––
DuPont Capital Management Corp22,347$989.0K0.02%––
Connacht Asset Management LP22,523$997.0K0.78%––
STRS Ohio23,300$1.03M0.00%––
Squarepoint Ops LLC24,810$1.10M0.01%––
UBS Asset Management Americas Inc26,152$1.16M0.00%––
Rhumbline Advisers28,783$1.27M0.00%––
Quantitative Systematic Strategies LLC29,328$1.30M0.20%––
Tranquility Partners, LLC30,672$1.36M0.84%––
Susquehanna International Group, LLP31,458$1.39M0.00%––
Raymond James & Associates33,949$1.50M0.00%––
California State Teachers Retirement System38,988$1.73M0.00%––
Alliancebernstein L.P.39,100$1.73M0.00%––
Schonfeld Strategic Advisors LLC41,042$1.82M0.02%––
Wells Fargo & Company41,656$1.84M0.00%––
Principal Financial Group Inc42,137$1.86M0.00%––
New York State Common Retirement Fund43,205$1.91M0.00%––
California Public Employees Retirement System46,100$2.04M0.00%––
Arrowstreet Capital, Limited Partnership50,148$2.22M0.00%––
Parametric Portfolio Associates LLC58,898$2.61M0.00%––
Russell Investments Group, Ltd.68,489$3.03M0.01%––
Swiss National Bank72,900$3.23M0.00%––
BNP Paribas Arbitrage, SA73,326$3.25M0.01%––
Hennessy Advisors Inc74,800$3.31M0.19%––
Truist Financial Corp75,718$3.35M0.01%––
Kennedy Capital Management, Inc.80,966$3.58M0.07%––
EAM Global Investors LLC89,991$3.98M1.10%––
Renaissance Technologies LLC91,242$4.04M0.01%––
Royal Bank of Canada92,489$4.09M0.00%––
TD Asset Management Inc95,506$4.23M0.00%––
Maven Securities LTD100,000$4.41M0.41%––
Calamos Advisors LLC100,128$4.43M0.03%––
Citadel Advisors LLC100,879$4.46M0.00%––
EAM Investors, LLC121,083$5.36M0.81%––
Nuveen Asset Management, LLC127,092$5.63M0.00%––
Bank of New York Mellon Corp131,148$5.80M0.00%––
Goldman Sachs Group Inc158,548$7.02M0.00%––
Dimension Capital Management LLC169,163$7.49M1.76%––
Hood River Capital Management LLC187,938$8.32M0.27%––
Charles Schwab Investment Management Inc188,086$8.32M0.00%––
Lisanti Capital Growth, LLC188,215$8.33M1.07%––
WCM Investment Management, LLC232,675$10.3M0.03%––
Bank of America Corp270,091$12.0M0.00%––
JPMorgan Chase & Co277,627$12.3M0.00%––
Bridgeway Capital Management, LLC279,041$12.3M0.23%––
Millennium Management LLC326,880$14.5M0.02%––